Cobalt

Re: Cobalt

Postby winston » Sun Oct 07, 2018 9:18 am

3 Cobalt-Mining Stocks to Buy for Big-Tech Demand

By MATT MCCALL

1. Glencore (GLNCY)
2. Umicore (UMICY)
3. China Molybdenum (CMCLF)


Source: MoneyWire

https://investorplace.com/2018/10/3-cob ... h=nonbuyer
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Re: Cobalt

Postby winston » Wed Nov 07, 2018 7:50 pm

Glencore's Radioactive News May Help Give Cobalt Its Buzz Back

by Jack Farchy, Thomas Biesheuvel and Mark Burton

Glencore’s unit in the Democratic Republic of Congo suspended cobalt sales, after detecting low levels of radioactivity.

Glencore plans to stockpile cobalt supplies until the middle of next year, while it builds a special plant to remove radioactivity. Caspar Rawles, an analyst at Benchmark Minerals, described the timing of the announcement as "opportunistic" because Glencore is currently negotiating 2019 supply deals.




Source: Bloomberg

https://finance.yahoo.com/news/glencore ... 00034.html
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Re: Cobalt

Postby winston » Fri Jul 19, 2019 9:01 pm

Cobalt - Higher; $12.93 ($28,500/t) from $12.47 ($27,500/t) from $13.38 ($29,500/t); Low $10; High US$43
a. Electric Vehicles (8 kg), Smartphones (8 grams), Jet Engines; Gigafactories
b. Cobalt Reduced EV is 5-10 years away? Musk: Reducing Cobalt in Tesla;
c. 2018: 1m EVs (10k tonnes); 2027: 27m ( 27m tonnes)
d. Glencore - stockpiling till June 2019 (radioactivity); 25% Global Supply
e. Target: 2018 - US$62,000/t; 2022 - US$44.000/t
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Re: Cobalt

Postby winston » Tue Jul 21, 2020 7:50 am

New Cobalt-Free Lithium-Ion Battery Reduces Costs Without Sacrificing Performance

The team reported a new class of cathodes — the electrode in a battery where all the cobalt typically resides — anchored by high nickel content.

The cathode in their study is 89% nickel. Manganese and aluminum make up the other key elements.

More nickel in a battery means it can store more energy. That increased energy density can lead to longer battery life for a phone or greater range for an electric vehicle with each charge.


Source: U of Texas

https://news.utexas.edu/2020/07/14/new- ... rformance/
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Re: Cobalt

Postby behappyalways » Mon Feb 06, 2023 12:31 pm

Your Phone Runs On Cobalt From DR Congo
https://www.zerohedge.com/commodities/y ... t-dr-congo
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Re: Cobalt

Postby behappyalways » Thu Jul 27, 2023 8:59 pm

We all know that the DRC is a big source of #cobalt, but this graphic is eye-opening.
https://twitter.com/duediligenceguy/sta ... 6925381638
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Re: Cobalt

Postby behappyalways » Wed Oct 25, 2023 8:01 am

"#China is planning to boost its strategic stockpiles of #cobalt, just 3 mos after the govt last bought the metal used in everything from EV batteries to aerospace alloys"
https://twitter.com/ChinaBeigeBook/stat ... 9781571849
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Re: Cobalt

Postby behappyalways » Thu Feb 15, 2024 5:18 pm

Cobalt, raw material for electric vehicles, global competition for mineral power

電動車原料鈷 全球爭奪礦產大國剛果 TVBS文茜的世界周報-歐洲版 20240210

https://m.youtube.com/watch?v=8PGIX6Kn0Wk&t=505s
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